Teams | Collaboration | Customer Service | Project Management

teamwork

Mastering change request management: Understanding its essentials, tips, and best practices

Mar 11, 2024 By Ben Brigden In Teamwork
Change is unavoidable — but that doesn’t make it easy. Clients change their minds, industries evolve, and business trends pop up fast and fade away just as quickly. The longer you work in and around projects, the more you see how easy it is for changes to delay or even derail a project. To get a handle on project changes, many client services organizations adopt a formal or informal system of change request management.
Read Post

The 3 Client Communication Risks (& How to Avoid Them) w/ Susan Fennema

Mar 7, 2024 By Teamwork In Teamwork
It can be terrifying to allow your clients to “see how the sausage is made,” and this is one of the main concerns related to handling client communications within your project management or professional service automation software. While there are benefits to streamlining your client communications and inviting them into the system that runs your agency–benefits like visibility, client perception & efficiency–each of those benefits comes with some pretty intimidating risks.
View Video
teamwork

What is a request for proposal (RFP)?

Mar 6, 2024 By Ben Brigden In Teamwork
As an agency leader, do you ever feel pulled in opposite directions? That’s a real possibility when it comes to requests for proposal (RFPs). An RFP solicits proposals for services, usually on projects with multiple facets, phases, or deliverables. Agencies can be on both the giving and receiving end of the RFP process. For example, a business might create an RFP for a comprehensive marketing campaign, including commercials.
Read Post
teamwork

How to write requests for information (RFI)

Mar 5, 2024 By Ben Brigden In Teamwork
RFIs, RFPs, RFQs: we know, it’s an acronym overload. But for many agencies, documents like these are core to their sales and operations processes. Like it or not, the “RFs” are a part of how business gets done. But all this alphabet soup can get a little nebulous. If you aren’t working with them every day (and maybe even if you are), it’s easy to lose track of what each document is there for. What exactly is an RFI, and when should your agency use one?
Read Post
teamwork

Phase-gate process in project management: What it is and how it works

Feb 26, 2024 By Ben Brigden In Teamwork
It may sound like something out of a science fiction film, but the phase-gate process is a project management methodology that can offer a lot of benefits. It helps project teams break large projects down into checkpoints and milestones to ensure quality and viability before moving on to the next development phase. Of course, there’s no shortage of project management methodologies for client services businesses to choose from.
Read Post
teamwork

Project management information system (PMIS): What it is and how it works

Feb 23, 2024 By Ben Brigden In Teamwork
Project management software comes in a lot of shapes and sizes — and some are nicer than others. If you want to give your project team the tools they need to excel, choosing the right type of software should be your number one objective. One type of software that can help with almost all aspects of project management is a project management information system (PMIS).
Read Post

How This Agency Reduced Churn by 50% (with AI's Help) w/ Erik Huberman

Feb 22, 2024 By Teamwork In Teamwork
Wanna know how a 200-person agency reduced churn by 50% from one year to the next? Even though Hawke Media is one of the most successful marketing agencies in the United States and they’ve scaled to hundreds of millions in annual revenue, their journey hasn’t been without bumps in the road. At the beginning of 2022, they saw client churn on the rise and their CEO, Erik Huberman, knew he had to adjust their strategy to address a new challenge.
View Video
teamwork

Project assumptions: Understanding their role and significance in project management

Feb 20, 2024 By Ben Brigden In Teamwork
What are you assuming right this second? Lots of things! At a minimum: We all make assumptions about the world around us — it’s a part of navigating a complex and sometimes chaotic world. What good would we be in everyday life if we constantly doubted that gravity would hold us down, that electricity would keep working, and so on? We do the same thing in projects: we make certain project assumptions so we can focus on the less certain stuff between those assumptions.
Read Post
teamwork

The 5 project management process groups explained

Feb 19, 2024 By Ben Brigden In Teamwork
5 process groups. 10 knowledge areas. 49 processes. All sliced and diced and mixed together in a slurry of business-speak that mere mortals struggle to understand. If you’ve ever picked up a copy of PMBOK (or spent much time reading primary sources from its publisher, the Project Management Institute), well— it can be a lot to digest. Especially when as a client services business your day-to-day focus is something quite different.
Read Post

Copyright © 2026 OpsMatters™. All rights reserved.